Calculators
Run the Numbers on Your Own Situation
Four free calculators built for the planning conversations we have most often. Each one takes a few minutes, gives you a clear number, and offers a free professional review if you want one. No login, no email gate to see results — just enter, calculate, and decide what to do next.
Life Insurance Need
Use the DIME method (Debt, Income, Mortgage, Education) to size the coverage your family actually needs.
Medicare Annual Cost
Estimate your annual Medicare cost based on plan choice, income (IRMAA), prescriptions, and doctor visits.
Retirement Gap
Project your nest egg at retirement and see the gap vs your target using the 4% safe-withdrawal rule.
Debt-Free Timeline
See exactly when you'll be debt-free using snowball or avalanche method, plus total interest paid.
Need a full review instead? Each calculator includes a free no-obligation review option at the bottom — send your result to our team and we'll walk through whether the assumptions fit your actual situation.
Educational tools only. Not financial, tax, or legal advice. Estimates use standard assumptions and may not reflect your specific situation. Talk to a licensed professional before acting on calculator results.